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Open your customer section. Depending on your business’s terminology, it may be called Customers, Owners, or Clients.

Add a customer

  1. Choose New customer, or the matching label in your workspace.
  2. Enter their name and email address. Add a phone number if needed.
  3. Save the record.
  4. Add the pet, vehicle, project, or other subject associated with their visit, if your workflow uses one.
Use the email address the customer intends to use for Peeksee. Check it before sending an invitation.

Invite them to the portal

Open the customer’s details or actions and use the portal invitation option. Peeksee provides a portal invite link and shows the invitation state. Use the available send or copy action to get the invitation to the customer. The customer follows that link to finish signing in or setting up their account. See Watching as a customer for their steps.

Schedule viewing access

An invitation gets the customer into the portal. A visit with shared cameras determines what they can watch and when. If a customer signs in but sees no cameras, check their visit’s time, status, and selected cameras before sending another invitation.

More than one customer for a subject

Use the subject’s Manage customers action, or its equivalent in your workspace, to review the people associated with it. Check the intended viewers when sharing access or reporting an incident; sharing a subject does not automatically make everyone a recipient of an incident report.

Account status

Review the customer’s portal status when diagnosing access. A disabled customer account cannot watch even if a visit is scheduled. For a wrong email address, expired invitation, or a sign-in problem, use Invitation and access troubleshooting.